Castlebay UK Equity Fund

We have met the managers of this fund a couple of times. This is a boutique investment house and currently this is their only strategy. In a crowded market it is very hard to be different. The key factors for this fund are size and conviction. They currently have just 26 holdings and the fund size is £35 million. This enables them to be flexible in their investment approach.

The managers invest in a mix of companies with a focus on quality and value. The aim is to compound long-term returns. If the fund can outperform the index by 2% a year, then over time this is where the value will come…read more

Fund Facts Morningstar

Notes

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